Defining a service order job expense

When working on a service order, technicians and professionals may incur expenses in the course of completing a job — such as parts, materials, travel costs, or other miscellaneous charges. Defining a Service Order Job Expense Type allows those categories to be recorded when associated with the specific job they relate to.

To define a Service Order Job Expense Type:

1. Navigate to the Service Order Job Expense Types form.
2. Select Add from the form header.
3. Select the checkbox that reads System.
4. Fill in the fields for Expense Type and Expense Type Description.
5. Select Save.